Brainchip Holdings Ltd. · ASX:BRN
Brainchip — TechKnow Invest Roadshow 2017
24 slides from Brainchip's conference presentation, Oct 12, 2017
Slide 1: BrainChip to present at TechKnow Invest Roadshow
BrainChip to present at TechKnow Invest Roadshow For personal use only San Francisco, California – October 12, 2017 BrainChip Holdings Ltd. (“BrainChip” or the “Company”) (ASX:BRN), a leading developer of software and hardware accelerated solutions for advanced artificial intelligence (AI) and machi
Slide 2: Company, media and investor relations contacts
Company Contact Investor Relations (US): For personal use only Robert Beachler Laura Guerrant-Oiye bbeachler@brainchipinc.com Principal +1 (949) 330-6750 lguerrant@guerrantir.com +1 (808) 960-2642 Media Contact: Tamera Hopkin Investor Relations (Australia): Publitek Gabriella Hold tamera.hopkin@publ
Slide 3: BrainChip - An AI Processor Company, October 2017
For personal use only Louis DiNardo President and CEO Ryan Benton Chief Financial Officer OCTOBER 2017 ASX CODE: BRN | “AN AI PROCESSOR COMPANY” Brainchip OC TOBER 2017 | 1
Slide 4: Disclaimer
Disclaimer For personal use only This presentation is not a prospectus nor an offer for securities in any jurisdiction nor a securities recommendation. The information in this presentation is an overview and does not contain all information necessary for investment decisions. In making investment de
Slide 5: Company Overview
Company Overview For personal use only ◆ Founded in 2013. Listed ASX:BRN September 2015. Description BRN ◆ Seasoned Silicon Valley Management Team with Proven Track Record. Market Cap* A$140.0M • Executive Office, Sales & Marketing in San Francisco, CA. • Design Centers in Aliso Viejo, CA and Toulou
Slide 6: John von Neumann quote
For personal use only “We require exquisite numerical precision over many logical steps to achieve what brains accomplish in very few short steps.” 1 John von Neumann Inventor of the digital computer 1 Von Neumann J (1958) The Computer and the Brain. New Haven CT: Yale UP. Brainchip OC TOBER 2017 |
Slide 7: Business Overview
Business Overview For personal use only ◆ BRN is the global leader in commercialisation of Spiking Neural Networks (“SNN”) technology, which mirrors the processing of the human brain. ◆ BRN’s patented intellectual property protects its technology and market position. ◆ BRN products are globally depl
Slide 8: Key Recent Announcements
Key Recent Announcements For personal use only September BrainChip Launches • BrainChip Accelerator increases the speed and accuracy of the object recognition function of BrainChip Studio software by up to six times 2017 BrainChip Accelerator • Very low-power and can be easily installed within exist
Slide 9: Brainchip – Management Team
Brainchip – Management Team For personal use only ◆ Lou DiNardo, CEO Silicon Valley veteran with multiple CEO roles at NASDAQ and NYSE-listed companies ◆ Ryan Benton, CFO Silicon Valley Executive with multiple CFO roles and formerly CEO of Exar Corporation ◆ Peter van der Made, CTO Technology Vetera
Slide 10: Video Analytics Market Size
Video Analytics Market Size For personal use only ◆ Applications: Homeland Security, Law TAM: $11.2B (2022)* SAM: $3B** Enforcement, Schools, Drones, Satellites, Gaming, Advanced Driver-Assisted Systems “ADAS” ◆ Pricing Model: combination of up-front Surveillance Gaming SAM $3B $2.6B $400M license f
Slide 11: Current Solutions
Current Solutions For personal use only High-Quality Customer Base ◆ Forensic video search of Objects and Facial Detection, Extraction and Identification ◆ Uses existing video surveillance equipment including low resolution and noisy environments ◆ Rapidly search live or exabytes of recorded video f
Slide 12: Traditional Computing (CPU/GPU) Von Neumann Architecture
Traditional Computing (CPU/GPU) Von Neuman Architecture For personal use only Memory Advantages Disadvantages Reliably makes precise Serial Processing calculations Resolve anything that Dependent upon Control Arithmetic input can be reduced to pre-programmed code unit logic unit mathematical problem
Slide 13: Brainchip's Spiking Neural Networks
Brainchip’s Spiking Neural Networks Process Data Similar to the Human Brain For personal use only VIDEO ◆ Neurons in the brain pass messages to each other in short bursts. ◆ Neuromorphic Computing emulates the brains function to create a new method for processing data. ◆ Brainchip Spiking Neurons re
Slide 14: Brainchip's Proprietary Neuromorphic Computing Architecture
Brainchip’s Proprietary Neuromorphic Computing Architecture For personal use only Traditional Compute Neural Network Neural Network Architecture “LEFT BRAIN” “RIGHT BRAIN” Serial Processing Massively Parallel Dependent upon pre- Algorithm-based programmed code detects and predict patterns in complex
Slide 15: Brainchip Studio Video Analytics Software
Brainchip Studio Video Analytics Software Powered by Brainchip SNN Technology For personal use only VIDEO ◆ People/Object Tracking ◆ Behavior Analytics Brainchip OC TOBER 2017 | 13
Slide 16: Potential Growth in Existing Customers
Potential Growth in Existing Customers For personal use only Civil surveillance. BrainChip services civil surveillance segments through its video analytics (facial and pattern recognition) technology. Opportunity for increased penetration of existing law enforcement and airports customers whilst ope
Slide 17: AKIDA Neuromorphic Processor Unit (NPU)
AKIDATM Neuromorphic Processor Unit (NPU) (in Development) For personal use only ◆ Product Description • General Purpose Processor based upon Patented (2008) AKIDATM SAM: Spiking Neural Network • Fully parallel architecture $4.8 Billion* ◆ Training Method • The Neuromorphic Chip Market is estimated
Slide 18: Multiple Growth Options
Multiple Growth Options For personal use only ◆ Existing Video Analytics Products • Growing existing customer relationships with annuity revenues - Annuities are expected to grow, with hardware sales including software maintenance & support sales. • New customers in existing segments - Existing segm
Slide 19: Intellectual Property
Intellectual Property For personal use only ◆ 1 foundational patent granted Leading Companies Cites • Patent 8,250,011 – Autonomous Learning Dynamic Artificial Neural Computing Device and Brain Inspired System. Citing BrainChip Patent 8,250,011 • This is the first patent (Filed 2008) in the industry
Slide 20: Competitive Advantage
Competitive Advantage For personal use only BRN’s patented intellectual property protects its market position. ◆ The AI sector includes well-known companies like Cisco Systems, IBM, Intel, Google, Microsoft, NVIDIA, Qualcomm and Samsung, which are evolving their own versions of cognitive architectur
Slide 21: Financial History
Financial History For personal use only Six Months Six Months Six Months Full Year 30 Jun 2017 31 Dec 2016 30 Jun 2016 2016 $US $US $US $US Revenue $133,102 $149,284 $- $149,284 Interest Revenue 11,587 12,360 4,615 16,975 Other Income 224,267 (55,405) 66,832 11,427 $368,956 $106,239 $71,447 $177,686
Slide 22: AI M&A Activity: 2012-Q2 2017
AI M&A Activity: 2012-Q2 2017 For personal use only ◆ Baidu has been particularly aggressive in its 37 AI acquisitions in 2017, with three M&A deals so far this year, including its acquisition of Amazon Alexa Fund-backed Kitt.ai in Q2 2017. 28 ◆ Google is the most active acquirer of AI M&A Deals sta
Slide 23: Brainchip – Summary
Brainchip – Summary For personal use only ◆ Public Market Investors – Opportunity to Invest in a Pure-Play AI Company ◆ Highly Experienced Management Team – All Seasoned Silicon Valley Executives ◆ Large Markets $8B* – Competitive Landscape Remains Fluid ◆ Differentiated and Proven Technology – Exis
Slide 24: Q&A
For personal use only Q&A Brainchip OC TOBER 2017 | 22